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Inactive

Richard Andrew Widick

Modera Wealth Management, LLC

Westwood, NJ

Asheville, NC

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-14
  • NC RA
    APPROVED
    Since 2025-05-14

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

6 Wall Street, Asheville, NC 28801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cultivate Wealth Management Lakeland FL 08/2020 01/2021
Unemployed Lakeland FL 06/2020 08/2020
Gmf Steel Group Lakeland FL 01/2019 06/2020
Florida Southern College Lakeland FL 08/2018 01/2019
Gmf Steel Group Lakeland FL 04/2018 08/2018
Florida Southern College Lakeland FL 08/2017 04/2018
Harley Davidson Auburn MA 04/2017 08/2017
Florida Southern College Lakeland FL 08/2016 04/2017
Florida Southern College Lakeland FL 08/2020 12/2021
Lpl Financial Llc Lakeland FL 07/2020 07/2022
Modera Wealth Management Llc Westwood NJ 04/2025 Present
Cps Investment Advisors Lakeland FL 07/2022 04/2025
  • 08/2020 → 01/2021
    Cultivate Wealth Management
    Lakeland, FL
  • 06/2020 → 08/2020
    Unemployed
    Lakeland, FL
  • 01/2019 → 06/2020
    Gmf Steel Group
    Lakeland, FL
  • 08/2018 → 01/2019
    Florida Southern College
    Lakeland, FL
  • 04/2018 → 08/2018
    Gmf Steel Group
    Lakeland, FL
  • 08/2017 → 04/2018
    Florida Southern College
    Lakeland, FL
  • 04/2017 → 08/2017
    Harley Davidson
    Auburn, MA
  • 08/2016 → 04/2017
    Florida Southern College
    Lakeland, FL
  • 08/2020 → 12/2021
    Florida Southern College
    Lakeland, FL
  • 07/2020 → 07/2022
    Lpl Financial Llc
    Lakeland, FL
  • 04/2025 → Present
    Modera Wealth Management Llc
    Westwood, NJ
  • 07/2022 → 04/2025
    Cps Investment Advisors
    Lakeland, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-09
  • S66 Uniform Combined State Law Examination
    2021-05-09
Designations

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ
PNC WEALTH MANAGEMENT LLC · EMERSON, NJ

More in Westwood, NJ

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